QBR Report Builder

QBR Report Builder as effective and solid resource to consolidate and manage the operational data and build trustful relationships with the clients is now available in myITprocess.

Create QBR Report

To add a new QBR Report:

  1. Click on +Create button on QBR Report Builder page in myITprocess.

  2. Select the available organization in the dropdown and click Continue.

  3. Default report name and Organization logo can be changed in the Details section. You can’t save the report with a blank name.

  4. After QBR is created, you can start adding the content. As of now, all of the following Content types are available:

    Alignment report

    Progress report

    Budget report

    Executive Summary report

    Hardware Warranty report

    Strategic Roadmap report

Fill in all required fields > Click on Generate to see Preview report mode right.

You can add as many report types as your business goals require. Adding the same type of report several times is not forbidden.

The list of saved QBR reports is collected in the table and could be sorted by any field:

  • Report Name

  • Organization

  • Owner

  • Created

  • Last Updated

Executive Reports

Executive Summary Reports are reports created based on the data from various Kaseya modules. The data for executive summary reports comes in automatically as soon as Unified login is enabled and Organizations mapped. Data for those reports is constantly updated so that you can always have relevant information for your customers.

There are 3 categories available.

  • Service Delivery

    • Autotask / BMS

    • Datto RMM

  • Security

    • Graphus

    • Network Detective Pro

  • Backup

    • Datto Backup for Microsoft Azure

    • Datto BCDR

    • Datto Endpoint Backup for PCs

    • Datto Endpoint Backup for Servers

    • Datto File Protection

    • Datto Workplace

      • Spanning for Google Workspace

      • Spanning for Microsoft 365

      • Spanning for Salesforce

If you are adding Executive report to your QBR, please make sure you’ve selected one of the modules from the dropdown menu.

The list of available modules for Executive Summary Reports depends on the number of module you are working with. If you don’t see any modules in the dropdown, you need to map organizations on Account Setting > Setup organization page.

You can learn more about the Executive Reports in our knowledge base article:

https://helpdesk.kaseya.com/hc/en-gb/articles/19109623453073-Integrated-Executive-Summary-Reporting

Warning states in generating report

When adding the reports, make sure you’ve filled in all required fields. Otherwise, the report can’t be generated and QBR can’t be saved.

We will highlight the report that has issue for you for a faster troubleshooting.

Roles and permissions

Users with the following predefined roles will have full access to QBR functionality.

  • IT Provider Admin

  • VCIO

You can limit the access to the list of reports on the Organization groups level (Organizations > Manage organization groups > Edit organization group)

For the more granular access settings, you can create a Custom role:

  • Read-only
    Users with such permissions will have limited access to create and edit QBR reports and can only view and export them in PDF format:

  • Full access
    Users with this level of permissions will be able to create, edit and export QBR reports.

  • No access
    For users with No access level permission, the tab will be completely hidden.

To manage Custom roles, to Account Settings > Permissions > Add role.